Our Investment Strategies
MMT Capital employs a fundamentally-oriented, fully integrated, multi-disciplinary approach to event-oriented investing, and aims to protect and grow investors’ assets by seeking to generate attractive risk-adjusted returns.
EVENT-DRIVEN APPROACH
MMT Capital seeks to invest in situations where identifiable catalysts exist which can unlock value and close the gap between market value and intrinsic value. We strive to find idiosyncratic opportunities, including those less-trafficked or exhibiting asymmetric returns. Potential sources of event opportunities include corporate transactions and complex market, regulatory, or legal events. Our investment process is characterized by rigorous “bottom-up” fundamental research and analysis.
CROSS-ASSET CLASS CAPABILITIES
MMT Capital’s investment team has expertise in a variety of special situation strategies across asset classes, including equity, credit spreads, and convertible securities. A flexible investing approach allows us to express an investment thesis through securities offering the best risk-reward in our assessment.
BETA-NEUTRAL PORTFOLIO
We maintain a low beta mandate, as we believe situation-specific risk is better for clients than directional risk.
MODERATELY CONCENTRATED PORTFOLIO
Risk management is an integral part of the investment process. The risk management process is intended to balance a “bottom-up” approach to security selection with portfolio level risk filters, and guidelines, and a variety of credit, equity, and volatility hedging strategies are utilized in an effort to reduce market exposure.
A STEWARD OF CAPITAL
The investors in our strategy include some of the world’s leading institutional investors, including corporate and public pensions, academic endowments, charitable foundations, and sovereign wealth funds. Our investment philosophy strives to preserve the capital that our investors rely on for the future, while growing investor assets to meet their goals.